RIAs Using AI Increase Hiring and Advisor Productivity
With the avalanche of AI hype, product launches and announcements I’m constantly buried by, it is refreshing to…
Another 2027 Social Security COLA Update Is Coming on Sept. 11. What to Watch For.
The final Social Security cost-of-living adjustment (COLA) prediction will be released on Sept. 11, 2026, as we receive…
Great wealth transfer poised to leave advisors chasing inheritance conversations
A new study puts $17.2 trillion in home-based wealth on the move but families aren’t talking about it.…
4 Takeaways on How Gen Z and Millennials Are Investing for Retirement
There’s plenty of data showing younger people have a tougher time financially today than previous generations. It’s harder…
Criminalise Pension Payment Delay, Lawyer Urges Lawmakers
Lawyer and public affairs analyst, Maxwell Opara, has called for legislation criminalising delays and denial of pension payments,…
Back to school, with a financial twist
Open this photo in gallery: Discussing RESP strategies with kids is a way to teach them about compound…
Retiring in northern Michigan comes with unique financial, lifestyle considerations – 9and10News.com
TRAVERSE CITY — Retirement planning can look different for people living in northern Michigan, where lifestyle choices, housing…
EPFO enrolment campaign for workers left out of PF coverage: Who is eligible and how to enrol by October 31
Salaried individuals who were eligible for provident fund (PF) coverage but remained outside the formal system between April…
How RIAs Can Scale Growth Without Losing Profitability
Mergers and acquisitions, market gains and advisor transitions alone no longer signal business strength and sustainability. For RIAs…
New asset management platform to help communities build smarter receives federal investment
PrairiesCan supports Regina company advancing AI-enabled asset management technology September 3, 2026 – Regina, Saskatchewan – PrairiesCan At…
$1.2B Legacy Edge Names Former Citizens Wealth Head as First CEO
Legacy Edge Advisors, a Syosset, N.Y.-based registered investment advisor with $1.2 billion in client assets, has hired Christopher…
How to Build $2,600 a Month in Dividend Income to Cover the Average Social Security Check, Starting From Zero
Replacing a Social Security check with dividend income sounds straightforward until you realize the yield you chase determines…